Intelligent Portfolio Management

Pulse provides a 360-degree view of your investments, moving beyond simple tracking to active optimization.

Portfolio Review

Get a 360-degree view of your net worth. Pulse calculates XIRR and day-change metrics automatically so you can see your true growth at a glance.

  • Real-time XIRR Analysis
  • Day-wise Gain/Loss
  • Multi-AMC Consolidation

Asset Allocation

Visualise how your money is spread across asset classes. Understand your exposure to risk and balance your portfolio for long-term stability.

  • Risk-Profile Alignment
  • Diversification Analysis
  • Rebalancing Alerts

Tax Intelligence

Stop worrying about tax season. Pulse auto-generates STCG and LTCG reports based on your transaction history, ready for instant filing.

  • STCG/LTCG Reports
  • Loss Harvesting Insights
  • Filing Ready Exports
The Pulse Advantage

One App.
Your Entire Wealth.

Pulse acts as a single source of truth for your financial life. Monitor and manage all your SBJ Multicom investments across various asset classes in one unified, powerful dashboard.

  • Fixed Deposits

    Track your Fixed Deposit Receipts (FDRs) securely.

  • Shares & Bonds

    Monitor your equity portfolio and bond investments seamlessly.

  • Mutual Funds

    Manage your complete mutual fund portfolio and SIPs.

  • Insurance

    Keep track of your life and health insurance policies.

Consolidation Matrix

FD

Fixed Deposits Secure Holdings

Supported
SB

Shares & Bonds SBJ Demat Account

Supported
MF

Mutual Funds Managed Portfolios

Supported
IN

Insurance Life & Health Policies

Supported

Quantify Your Dreams

Planners define your selection and roadmap to major life milestones.

  • Education Planner

    Secure university funding.

  • Marriage Planner

    Map costs for your big day.

  • Retirement Planner

    Calculate your freedom corpus.

  • EMI Calculator

    Balance your debt-to-income.

Smart Financial Calculators

Calculators define your metrics. Explore comprehensive tools to model your investments.

Goal Tracking

Invest with Intent

Don't just invest-invest with purpose. Pulse allows you to map your investments to specific life goals, helping you track your progress in real-time. Know exactly what your future costs will be, monitor your current investments, and bridge the shortfall automatically.

  • Define future targets precisely

  • Map existing investments to goals

  • Monitor funding shortfalls dynamically

Active Goal

Child's Education

Target Year: Set
Future Cost
Calculated Automatically
Current Progress

On Track

Invested Live Syncing
Shortfall Monitored
Active Goal

Marriage Planner

Target Year: Set
Future Cost
Calculated Automatically
Current Progress

Ahead of Target

Invested Live Syncing
Shortfall Covered
Active Goal

Retirement Corpus

Target Year: Set
Future Cost
Calculated Automatically
Current Progress

Review Suggested

Invested Live Syncing
Shortfall Monitored
Available Now

Take your portfolio wherever you go.

Scan the respective QR code to download the Pulse app on your device, or click the buttons below to get started instantly.

Latest Insights

Read our latest articles & insights on Pulse.

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Frequently Asked Questions

You can apply for an IPO through our platform using UPI as the payment mechanism. Enter your UPI ID, select the lot size, and approve the mandate on your UPI app.

You can open an account completely online via our platform. You will need your PANcard, Aadhaar card (linked to mobile for eSign), a cancelled cheque, and an income proof (if you wish to trade in derivatives). The process usually takes less than 15 minutes.

SLBM allows long-term investors to lend their idle shares for a fee, and enables short-sellers to borrow shares to meet their delivery obligations. As a SEBI registered broker, SBJ facilitates these transactions on the exchange platform.
INVESTOR ALERT :
1. Stockbrokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 01, 2020.         2. Update your email id and mobile number with your stockbroker / depository participant and receive OTP directly from depository on your email id and / or mobile number to create pledge. 3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL / CDSL every month. .......... Issued in the interest of Investor. 4. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor\'s account.